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BeckaSBeckaS 

Reporting Help

I am pretty sure that my answer is no, but I thought I would post as a last resort. Is there any way to pull a list of accounts that have both a new business and a credit opportunity? Not and either or, but only if they have both types. (Or an Opty report, that works too.)

Anyone have any thoughts? Thanks so much!!
werewolfwerewolf
Not really with reports exactly, but you could maybe make 2 rollup summary fields that count the number of new business and credit opportunities respectively, and then run a report on all accounts where both of those rollup summary fields are > 0.